New Client Onboarding | Galatians Bookkeeping

  • New Client Onboarding | Galatians Bookkeeping

  • Galatians Bookkeeping is only accepting clients that desire to give 10% of the monthly gross revenue to the Church as commanded in Malachi 3:8-12. This can be a local church, non-profit organization, or those in need as seen fit by God. This concept is based on Malachi 3:8-12 for more context. Please confirm if you understand the above and would like to proceed with implementing tithing into your business.
  • Format: (000) 000-0000.
  • Will you be registering your business in another state this year? If so, please include that state in the Other option.
  • Are there multiple owners of this business? Please type additional names in Other section
  • Will you need payroll services?

  • Banking and Funds

  • Please list the primary bank that your business partners with.
  • How many checking and savings accounts does the business have combined?

  • Payroll and Team Members

  • Do you have employees (W-2) that work for your business?
  • Do you have recurring contractors (1099) that work with your business?
  • Which payroll processor do you use to pay team members?

  • Business Operations

  • Business Goals & Growth

  • Instructions for Quickbooks + Bank Access

  • If you have Quickbooks, please follow the below instructions to add our team to your profile. Once complete, please check the 'Done' box on this form. 

    Quickbooks Instructions Inviting an Accountant

    • Sign in to QuickBooks Online as a primary admin.
    • Go to Settings ⚙ and select Manage users.
    • Select the Accounting firms tab.
    • Select Invite.
    • Enter your accountant's info (please use angelise@galatiansbookkeeping.com)
    • Click Done.
  • Please confirm Quickbooks invitation has been complete.

  • We will also need view-only access to your bank account(s) to retrieve bank statements each month for reconciliation.

    We have included the instructions page for how to grant access below.

    If unable to grant view-only access to online banking, we will need you to send us a pdf of the bank statements each month.

    View Only Bank Access

  • Please confirm you have setup bank access.

  • Please select the appropriate tier based on the below pricing table. 

    If your company is grossing more than $1M per year, please select Level 3 and a Galatians Bookkeeping team member will follow up with you for your updated subscription. 

    Kindly note that processing payment below confirms that you have read and are in agreement with our Terms of Service. 

  • Pricing

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  • Payment | Monthly Subscription

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          Level 3 Finance Management
          ($15,000.00$15,000.00 for 1 month)
            
          Level 2 Finance Management
          ($10,500.00$10,500.00 for 1 month)
            
          Level 1 Finance Management
          ($7,500.00$7,500.00 for 1 month)
            
          Debit or Credit Card
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